IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.83B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,666
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$7.96M
3
+$7.75M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$7.74M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.72M

Top Sells

1
+$7.7M
2
+$7.03M
3
+$5.44M
4
IVZ icon
Invesco
IVZ
+$4.06M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.02M

Sector Composition

1 Technology 3.67%
2 Consumer Discretionary 2.22%
3 Financials 2.19%
4 Healthcare 1.65%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.34M 0.07%
100,391
+94,669
152
$3.32M 0.07%
50,601
-1,934
153
$3.31M 0.07%
50,562
154
$3.3M 0.07%
83,774
+3,441
155
$3.25M 0.07%
17,227
+679
156
$3.24M 0.07%
67,935
+47,280
157
$3.21M 0.07%
13,324
+1,057
158
$3.06M 0.06%
109,427
+8,504
159
$3.03M 0.06%
59,428
-18,896
160
$3.02M 0.06%
64,353
+2,745
161
$3.01M 0.06%
48,065
+11,602
162
$2.99M 0.06%
20,167
-173
163
$2.97M 0.06%
52,028
+7,270
164
$2.97M 0.06%
21,069
+20,979
165
$2.97M 0.06%
75,820
+6,924
166
$2.94M 0.06%
12,079
+4,370
167
$2.94M 0.06%
54,836
-15,797
168
$2.93M 0.06%
41,184
+1,412
169
$2.91M 0.06%
45,081
-936
170
$2.9M 0.06%
32,153
+8,428
171
$2.9M 0.06%
13,334
+992
172
$2.88M 0.06%
36,787
+189
173
$2.87M 0.06%
32,100
+1,061
174
$2.85M 0.06%
61,090
+61,051
175
$2.83M 0.06%
27,832
+19,391
5 6
7
8 9